Householder Group Estate & Retirement Specialist’s Boeing BA Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2024
Q4 | $104K | Sell |
588
-2,212
| -79% | -$391K | 0.08% | 146 |
|
2024
Q3 | $425K | Sell |
2,800
-256
| -8% | -$38.9K | 0.12% | 154 |
|
2024
Q2 | $556K | Buy |
3,056
+329
| +12% | +$59.9K | 0.16% | 126 |
|
2024
Q1 | $526K | Buy |
2,727
+1,120
| +70% | +$216K | 0.16% | 131 |
|
2023
Q4 | $418K | Sell |
1,607
-22
| -1% | -$5.72K | 0.14% | 140 |
|
2023
Q3 | $312K | Buy |
+1,629
| New | +$312K | 0.11% | 158 |
|
2023
Q1 | $291K | Buy |
1,371
+309
| +29% | +$65.6K | 0.11% | 167 |
|
2022
Q4 | $202K | Hold |
1,062
| – | – | 0.3% | 47 |
|
2022
Q3 | $128K | Buy |
+1,062
| New | +$128K | 0.05% | 226 |
|